See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,846 | $118,450+29.9% | $98,439+56.3% | $139,434+10.3% |
| Participation rate | 92.3% | 77.4%+14.9pp | 75.2%+17.1pp | 80.3%+12.0pp |
| Annual return | 12.73% | 18.94%-6.2pp | 21.16%-8.4pp | 372.94%-360.2pp |
| Employer contribution / active EE | $2,362 | $3,609-34.6% | $3,048-22.5% | $4,751-50.3% |
| Participant deferral / active EE | $8,675 | $5,392+60.9% | $4,738+83.1% | $6,710+29.3% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |